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Research

A Peek Into Katusa’s Inbox

Never put more than 10% of your speculative portfolio into any one stock. In the past, I know I haven’t entirely followed that rule myself, but you can only get real success in speculations with risk mitigation and by letting your winners ride (think Northern Dynasty and Alterra as recent examples).

December 31, 20217 min read
Carbon

The Insurance Disaster Trade

To the 1 in 1,000,000 investors, like the alligators reading this… It will be the start of some of the most critical talks in the global markets

December 23, 20217 min read
Gold

Golden Alpha

The beautiful thing about the stock market is that there is a never-ending source of opportunity. Here’s one in gold.

December 17, 20215 min read
Gold

The Gold Circus

Over the past 3 weeks gold has perked up, rocketing nearly $100 per ounce. But is gold “ready” for its next leg higher?

November 19, 20215 min read
Copper

Copper: The Big Squeeze

Earlier this year I highlighted that it was about to get spicy in the copper market. There were several signals that were flashing that made me pay attention.

November 12, 20214 min read
Carbon

Carbon Catalysts: Watch Article 6 at COP26

Article 6 from the COP26 conference will be critical to watch. It could mean the dramatic acceleration of carbon credits and net zero going forward.

November 5, 20216 min read
Katusa Investment Insights

Ringside at the Uranium Battle Royale

The “other yellow metal” has been on a wild ride the past 2 months. And a lot of uranium company share prices with it…

October 29, 20215 min read
Katusa Investment Insights

The PLAN to Save the World on October 31st

In less than a month, we’ll be on the other side of an important threshold. For those paying attention, what’s happening is all quite obvious

October 21, 20213 min read